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Pipeline
Understand revenue figures
Read client and proposal totals and investigate differences from pipeline or payment records.
Updated September 5, 2026 2 min read
Open /admin/revenue to review recorded client value and accepted proposals. The current screen calculates its figures from client and proposal records. It does not report cash collected from a payment provider.
What the figures mean
| Figure | Source in the current application |
|---|---|
| Monthly recurring revenue | Monthly values on active client records |
| One-time value | One-time values recorded on client records |
| Average client value | Active-client monthly total divided by the active-client count |
| Industry breakdown | Active-client monthly values grouped by industry |
| Accepted proposal value | Monthly totals on accepted proposals |
The MRR timeline is derived from client status and contract-start dates, falling back to record creation dates. It is not an immutable history of invoices, payments or every contract change. Treat it as a view of the recorded client data.
Investigate a difference
- Identify the figure and the records included in it. Compare monthly value with monthly value; keep one-time amounts separate.
- Open the relevant client or proposal and check status, amount and dates against the agreement.
- Compare with Pipeline only after checking what that view counts. An opportunity amount, a client agreement and an accepted proposal can represent different stages of the same business.
- Correct a demonstrated source-record error through its supported edit flow, then reload Revenue.
Do not change a record merely to make two reports agree. If the inputs are correct and the calculation still differs, report the expected formula and example record IDs to the technical owner.